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$3B Berger Financial Sells Majority Stake to Bahrain-based Investcorp

Investcorp chose Berger Financial Group after a multi-year search for a wealth manager that it could further scale through RIA acquisitions and organic growth.

Does Cheesecake Take The Cake?

Investcorp scoops up wealth management firm Berger Financial Group

Berger manages more than $3 billion in assets for over 3,800 clients. The post Investcorp scoops up wealth management firm Berger Financial Group appeared first on PE Hub.

S&P Global: The New Growth Engines Few Are Modeling (Target Price: $500)

The Investor Mentality

Investcorp’s First RIA Play Focused on ‘Mass Affluent’

The alternative asset manager’s foray into wealth management with the recent acquisition of $3 billion RIA Berger Financial is an opening salvo into the space, according to its Nor...

Osterweis Capital Management Q3 2026 Strategic Income Outlook

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BDC Weekly Review: Market Is Surprised By Private Credit Resilience

Why Smart Money Abandoned The 60/40 Rule

15 Investment Must Reads for This Week (Aug. 25, 2026)

U.S. debt surpassing $40 trillion, global long-term yields spiking and U.S. Treasury Secretary Scott Bessent seeking to intervene have led bond investors to reassess. Private wealt...

10 Investment Must Reads for This Week (Sept. 1, 2026)

After posting years of positive returns, Wall Street’s momentum trade has nosedived in recent months. Dave Nadig unpacks how the suite of proposed NHL ETFs would work if approved b...

Wealth Management Invest: Model Portfolio Trends with Invesco’s Karl Desmond

Invesco's Karl Desmond breaks down how advisors work with both pre-built and custom model portfolios.

$1 Million Direct Indexing: Single Stock Versus Sector Fund Strategies

Million Dollar Home Sales Up To 8.3%

Greystone Capital Q2 2026 Letter To Clients

Why an employee-owned RIA took a majority stake investment

Berger Financial Group plans to more than double its footprint and staff, and Investcorp is looking at more opportunities beyond supporting Berger in the "untapped" wealth space.

Income-Covered Closed-End Fund Report, July 2026

Anthropic chases a record US$2 trillion debut on Wall Street

Customers pick cheaper models as data centre backlash builds ahead of the filing

Adjusted for Risk: Why Insider 'Skin in the Game' May Beat the S&P 500

Insider Ownership Index’s Haren Bhakta details how he built the passive index that weights companies by insider ownership.

Goldman Sachs Launches Public Markets Platform for Existing, New Offerings

Goldman veterans Kerry Blum and Jean Altier Bohm will co-lead the group designed to centralize existing and new public investment offerings.